TASK MANAGEMENT

Here most important aspect of Office i.e. Task Management will be taken care.

SEND EMAILS TO CLIENT FOR A TASK
Communication against a Task:  Here you can send any Email to the clients against a particular Task. You can also keep date wise log of all the teleph...
Tue, 11 Feb, 2025 12:07 PM
TASK CLOSURE
Task Closure: Once the task is completed, system is automatically updated no need to feed any data relating completion of task manually,If the data is...
Tue, 11 Feb, 2025 12:08 PM
CLOSE MULTIPLE TASK IN BULK
Closure of Multiple Tasks: Navigate to your ERPCA's TASKBOARD. Refer following screenshot. Choose the tasks you want to close Please note ...
Tue, 11 Feb, 2025 12:09 PM
DELETE MULTIPLE TASK
The rights to delete multiple task is restricted to super admin of corresponding account.He can further delegate rights to other team members. ...
Tue, 11 Feb, 2025 12:49 PM
UPDATE/ADD TASK STATUS
Task Status:  Task status can be added or created by Admin. Navigate: from main menu click on "System Config ---> Task Status". You can...
Tue, 11 Feb, 2025 12:50 PM
NON-BILLABLE TASK
 Non-Billable Task:  Non billablr tasks can be created by Admin. Navigate: from main menu click on "System Config ---&g...
Tue, 11 Feb, 2025 12:53 PM
ACCESS USER LOAD ANALYSIS
Resource Load Analysis:    You can view the work load for a particular resource by workcategory. Navigate from the main menu "Taskboard ---&g...
Tue, 11 Feb, 2025 12:54 PM
ASSIGN TASK REVIEWER
How To Assign A Reviewer To Task: There are 3 ways to assign reviewer for task 1. Manual Task Creation- You can also assign task to reviewer 2...
Tue, 11 Feb, 2025 12:56 PM
UPDATE STATUS OF MULTIPLE TASK
Change the status of multiple task in one go:  you can now change the status of multiple task in one go, please go though the below screen shot: ...
Tue, 11 Feb, 2025 1:07 PM
ASSIGN TASK TO A TEAM
Assign Task to Team:  you can assign task to team as well, please follow the below steps: when any task is assigned to Team then it shows...
Tue, 11 Feb, 2025 1:10 PM